Surely, President Trump and the presumptive Democratic presidential nominee, Joe Biden, disagree almost across the board on policies including healthcare, the environment and addressing the Coronavirus. Yet there is one area on which both are keenly focusing their campaign efforts: infrastructure spending.
With infrastructure in mind, another theme to consider is ESG (Environmental, Social & Governance). Retail and institutional investors are increasingly concerned with how corporates rank in ESG and this concern has been exacerbated by COVID-19 and social unrest post the George Floyd murder. Companies that rank above average or better in ESG ranking